For Individuals For Employers For Partners

Meet Your Team

Our 260+ employees strive to make benefits EASY: easy for your people; easy for your business; and easy for you

Matthew McPhail

Head of Investment Strategy

Nicole Miner

Senior Employee Benefits Consultant

David Mirabito

VP, Actuarial & Consulting Services

Sam Mitchell

CEO, Partner

James Nestor

Head of Compliance & Risk

Danielle Nolan

VP, Sales Enablement

Jim O'Brien

Retirement Plan Advisor

Nicholas Ockenga

Financial Planner

Christopher O'Shea

Employee Benefits Consultant

Kate O'Sullivan

Benefit Analyst

Daria Oterin

Senior Consultant, Advisor Channel Consultant

Jennifer Overturf

Director, COBRA Services
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